As we’ve shifted to a rising US interest rate environment, the vulnerability of REITs to rising rates is of particular interest and concern for market participants, primarily due to REITs’ large dividends (payout ratios), use of leverage, and the rate sensitivity of their underlying property values. However, a closer look at performance contributors reveals interest rates are not always the only driver of REIT performance.

In its new research report, entitled Poland: The journey to Developed Market status, FTSE Russell examines key market statistics for Poland linking back to the FTSE Country Classification System, introduced in 2004 as a structured, objective and transparent global framework for determining equity markets’ development status.

For small caps, the first quarter of 2018 started off calmly but ended with lots of volatility. While the Russell 2000 largely recovered by the end of Q1, the real story turned out to be the contrast between the performance of small caps versus large caps.

Climate change has been a long-standing area of focus for FTSE Russell and our clients since the launch of the Climate Criteria for FTSE4Good in 2007 which was unveiled at an event with the then UK Energy and Climate Change Minister David Miliband. Since then over the last 11 years there has been ongoing enhancements and a wide range of new data, tools and indexes that we have developed to help our clients integrate climate into investments and engagement.

While some US investors may view international equity markets as a single uniform asset class, in reality the global equity market landscape is widely varied, representing many market and economic conditions. To illustrate this point, FTSE Russell recently analyzed several fundamental measures of Developed and Emerging market countries in its FTSE Global Equity Index Series.

A longstanding design feature of fixed income benchmarks has been to not track securities one year prior to maturity to reflect convergence in their behavior to money market instruments as they approach maturity.

As the global women’s rights movement has continued to gain momentum over the past year, we re-examine whether we were any closer to gender parity in the corporate boardroom. Unfortunately, the glass still remains just 5% full for female CEOs for companies in the Russell 3000® Index.

Industrial property was the strongest developed market property sector in 2017 and continued to lead the other sectors in the first quarter of 2018 with a total return of 20% in US dollar terms over the 12 months ended March 30, 2018.

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Press Releases

Two changes to the FTSE 100
Hiscox and Spirax-Sarco Engineering to join FTSE 100
Eight changes to the FTSE 250
FTSE Russell, the global index provider, confirms today that Hiscox and Spirax-Sarco Engineering will be joining the FTSE 100 Index as a result of the December 2018 quarterly review. In the rebalance, Just Eat and Royal Mail will leave the FTSE 100 index and enter the FTSE...

FTSE Russell, a leading global multi-asset index, data and analytics provider together with Sustainalytics, a global leader in ESG and corporate governance research, ratings and analysis, today announced a new strategic partnership to serve the rapidly growing demand for ESG integration into investment strategies. Through this partnership, FTSE Russell and Sustainalytics will work together to develop new FTSE Russell ESG indexes using the new Sustainalytics ESG Risk Ratings.

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